- New Purchases: PRVL, SWTX, LOGC, HUM, BLU, MRTX, HARP, IQV, CRSP, INSM, RARX, SIBN, HCAT, EPIX, CRIS, ICPT, KALV, YP2A,
- Added Positions: RARE, ARQL, DXCM, EHTH, MGTX, ADVM, AVRO, TPTX, CI, TNDM, AGLE, REGN, ONCE, PSNL, SRPT, CRVS, PBYI,
- Reduced Positions: BSX, MRK, EW, ALXN, TMO, ANTM, APLS, DCPH, ZLAB, VRTX, NBIX, ASND, ARVN, KPTI, BIIB, ALEC, BHC, WMGI, ATNX, ABT, AMRN, MYOK, NTRA, PTCT, QURE, BOLD, GILD, SPRO, ISRG, KRYS, FOMX, PRTA, MNLO, ACAD,
- Sold Out: A, BMY, ILMN, VRAY, CDNA, CLVS, MYL, ENDP, RYTM, PRQR, IMMU, SYK, ASMB, BMRN, FOLD, ADPT, MDCO, STOK, RLM, DVAX, MRNS, FLXN, BLRX,
For the details of ORBIMED ADVISORS LLC's stock buys and sells, go to https://www.gurufocus.com/guru/orbimed+advisors+llc/current-portfolio/portfolio
These are the top 5 holdings of ORBIMED ADVISORS LLC- Ascendis Pharma A/S (ASND) - 3,719,173 shares, 6.91% of the total portfolio. Shares reduced by 3.31%
- Tricida Inc (TCDA) - 11,114,280 shares, 6.62% of the total portfolio.
- Boston Scientific Corp (BSX) - 5,268,700 shares, 4.14% of the total portfolio. Shares reduced by 21.97%
- Alector Inc (ALEC) - 12,532,329 shares, 3.49% of the total portfolio. Shares reduced by 4.93%
- Prevail Therapeutics Inc (PRVL) - 13,822,463 shares, 3.27% of the total portfolio. New Position
Orbimed Advisors Llc initiated holding in Prevail Therapeutics Inc. The purchase prices were between $8.05 and $15.21, with an estimated average price of $11.32. The stock is now traded at around $14.91. The impact to a portfolio due to this purchase was 3.27%. The holding were 13,822,463 shares as of .
New Purchase: SpringWorks Therapeutics Inc (SWTX)Orbimed Advisors Llc initiated holding in SpringWorks Therapeutics Inc. The purchase prices were between $18.8 and $27.82, with an estimated average price of $23.64. The stock is now traded at around $27.59. The impact to a portfolio due to this purchase was 3.1%. The holding were 7,406,307 shares as of .
New Purchase: LogicBio Therapeutics Inc (LOGC)Orbimed Advisors Llc initiated holding in LogicBio Therapeutics Inc. The purchase prices were between $6.97 and $13.46, with an estimated average price of $10.7. The stock is now traded at around $7.97. The impact to a portfolio due to this purchase was 1.35%. The holding were 6,466,783 shares as of .
New Purchase: Humana Inc (HUM)Orbimed Advisors Llc initiated holding in Humana Inc. The purchase prices were between $255.67 and $304.87, with an estimated average price of $280.13. The stock is now traded at around $347.03. The impact to a portfolio due to this purchase was 0.9%. The holding were 181,800 shares as of .
New Purchase: BELLUS Health Inc (BLU)Orbimed Advisors Llc initiated holding in BELLUS Health Inc. The purchase prices were between $6.24 and $8.84, with an estimated average price of $7.67. The stock is now traded at around $7.03. The impact to a portfolio due to this purchase was 0.87%. The holding were 7,025,832 shares as of .
New Purchase: Mirati Therapeutics Inc (MRTX)Orbimed Advisors Llc initiated holding in Mirati Therapeutics Inc. The purchase prices were between $77.91 and $109.6, with an estimated average price of $93.91. The stock is now traded at around $106.12. The impact to a portfolio due to this purchase was 0.8%. The holding were 535,143 shares as of .
Added: Ultragenyx Pharmaceutical Inc (RARE)Orbimed Advisors Llc added to a holding in Ultragenyx Pharmaceutical Inc by 948.04%. The purchase prices were between $42.5 and $63.11, with an estimated average price of $54.45. The stock is now traded at around $42.72. The impact to a portfolio due to this purchase was 0.62%. The holding were 834,313 shares as of .
Added: Arqule Inc (ARQL)Orbimed Advisors Llc added to a holding in Arqule Inc by 270.13%. The purchase prices were between $7 and $11.89, with an estimated average price of $9.43. The stock is now traded at around $19.99. The impact to a portfolio due to this purchase was 0.37%. The holding were 3,701,273 shares as of .
Added: DexCom Inc (DXCM)Orbimed Advisors Llc added to a holding in DexCom Inc by 46.06%. The purchase prices were between $142.13 and $175.19, with an estimated average price of $155.46. The stock is now traded at around $202.00. The impact to a portfolio due to this purchase was 0.35%. The holding were 384,000 shares as of .
Added: eHealth Inc (EHTH)Orbimed Advisors Llc added to a holding in eHealth Inc by 22.82%. The purchase prices were between $66.79 and $110.32, with an estimated average price of $90.05. The stock is now traded at around $93.69. The impact to a portfolio due to this purchase was 0.27%. The holding were 1,117,414 shares as of .
Added: MeiraGTx Holdings PLC (MGTX)Orbimed Advisors Llc added to a holding in MeiraGTx Holdings PLC by 29.46%. The purchase prices were between $15.84 and $30.01, with an estimated average price of $23.32. The stock is now traded at around $20.52. The impact to a portfolio due to this purchase was 0.23%. The holding were 3,349,060 shares as of .
Added: Adverum Biotechnologies Inc (ADVM)Orbimed Advisors Llc added to a holding in Adverum Biotechnologies Inc by 104.72%. The purchase prices were between $5.24 and $15.89, with an estimated average price of $11.26. The stock is now traded at around $10.49. The impact to a portfolio due to this purchase was 0.21%. The holding were 4,012,969 shares as of .
Sold Out: Agilent Technologies Inc (A)Orbimed Advisors Llc sold out a holding in Agilent Technologies Inc. The sale prices were between $65.59 and $78.07, with an estimated average price of $72.2.
Sold Out: Bristol-Myers Squibb Company (BMY)Orbimed Advisors Llc sold out a holding in Bristol-Myers Squibb Company. The sale prices were between $42.77 and $50.71, with an estimated average price of $47.01.
Sold Out: Illumina Inc (ILMN)Orbimed Advisors Llc sold out a holding in Illumina Inc. The sale prices were between $266.84 and $378.23, with an estimated average price of $303.82.
Sold Out: ViewRay Inc (VRAY)Orbimed Advisors Llc sold out a holding in ViewRay Inc. The sale prices were between $2.9 and $9.56, with an estimated average price of $5.93.
Sold Out: CareDx Inc (CDNA)Orbimed Advisors Llc sold out a holding in CareDx Inc. The sale prices were between $20.03 and $40.08, with an estimated average price of $27.75.
Sold Out: Clovis Oncology Inc (CLVS)Orbimed Advisors Llc sold out a holding in Clovis Oncology Inc. The sale prices were between $3.93 and $15.35, with an estimated average price of $8.15.
Reduced: Boston Scientific Corp (BSX)Orbimed Advisors Llc reduced to a holding in Boston Scientific Corp by 21.97%. The sale prices were between $40.31 and $43.45, with an estimated average price of $42.38. The stock is now traded at around $44.67. The impact to a portfolio due to this sale was -1.05%. Orbimed Advisors Llc still held 5,268,700 shares as of .
Reduced: Merck & Co Inc (MRK)Orbimed Advisors Llc reduced to a holding in Merck & Co Inc by 23.97%. The sale prices were between $79.73 and $86.91, with an estimated average price of $84.08. The stock is now traded at around $89.57. The impact to a portfolio due to this sale was -0.86%. Orbimed Advisors Llc still held 1,954,100 shares as of .
Reduced: Edwards Lifesciences Corp (EW)Orbimed Advisors Llc reduced to a holding in Edwards Lifesciences Corp by 28.98%. The sale prices were between $184.64 and $226.29, with an estimated average price of $210.56. The stock is now traded at around $230.70. The impact to a portfolio due to this sale was -0.63%. Orbimed Advisors Llc still held 507,800 shares as of .
Reduced: Thermo Fisher Scientific Inc (TMO)Orbimed Advisors Llc reduced to a holding in Thermo Fisher Scientific Inc by 23.96%. The sale prices were between $268.46 and $305.43, with an estimated average price of $286.65. The stock is now traded at around $319.36. The impact to a portfolio due to this sale was -0.54%. Orbimed Advisors Llc still held 351,900 shares as of .
Reduced: Anthem Inc (ANTM)Orbimed Advisors Llc reduced to a holding in Anthem Inc by 29.59%. The sale prices were between $237.69 and $310.48, with an estimated average price of $273.94. The stock is now traded at around $284.42. The impact to a portfolio due to this sale was -0.5%. Orbimed Advisors Llc still held 254,600 shares as of .
Reduced: Apellis Pharmaceuticals Inc (APLS)Orbimed Advisors Llc reduced to a holding in Apellis Pharmaceuticals Inc by 65.79%. The sale prices were between $24.09 and $32.18, with an estimated average price of $27.53. The stock is now traded at around $27.27. The impact to a portfolio due to this sale was -0.5%. Orbimed Advisors Llc still held 623,859 shares as of .
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